Controller Jobs

Job Summary

Under limited supervision, perform advanced level services for Accounting Services, an outsourced accounting service for credit unions. Serves as a liaison for auditors and examiners. Working on-site at client locations or Aux headquarters may be necessary from time to time. Manages direct reports and credit union client relationships.

Major Duties And Responsibilities

• Perform regulatory and financial reporting, including budget variance, delinquent loan reporting, key ratios, margin analysis, statistical information, etc.
• Assist with development of profitability analytics on services such as loans and branches.
• Monitor and maintain effective working relationship with clients and vendors, including periodic written, oral, and in person communication.
• Develop and implement a system of communicating expectations, options available for staff improvement, and continual assessment of staff members and organizational needs.
• Perform the production of month end activity including month-end close on allowance for loan loss, fixed assets/prepaid expenses, interest/dividend accruals, operating expense accruals, etc.
• Develop and implement client onboarding process
• Prepare client ALCO packages and participate in client recurring asset liability management meetings.
• Continually look for process improvement opportunities.
• Establish, monitor and enforce policies and procedures and internal controls.
• Monitor system to ensure program is flexible, varied, and responsive to organizational growth and change.
• Suggest and implement process improvement initiatives with clients.
• Ensure adequate funding for staff development activities are included in the annual budgeting and planning process.
• Lead client calls to review items such as outstanding issues, financial statement analysis.
• Assist with development and presentation of analytic dashboards for clients
• Assist credit unions with audits and exams.
• Quarterly 5300 Call Report preparation.
• Staff Development
• Assist in identifying and creating best practices for all clients
• Accounting Services
• Review client reconciliations, financial statements, etc. to ensure accuracy. Responsible for client credit union communication between clients and Aux Team members.
• Consistently utilize Monday.com to track client hours.
• Assist with corporate projects.
• Responsible for timely completion of expectations, coaching, incentive program and performance appraisals of both direct and indirect reports.
• Assist with and/or prepare annual budgets.

Experience

Knowledge, Skills, and Environment:

Five+ years of similar or related experience. Financial institution experience required. Credit union experience preferred.

Education

A four-year degree with accounting, finance or related emphasis or 5+ years accounting experience.

Skill Set

• Advanced Excel skills necessary
• Excellent analytical skills, people skills, and self-direction.
• Proficiency with accounting software, Word, and PowerPoint.
• Able to work and travel independently.

Interpersonal Skills

• Courtesy, tact, and diplomacy are essential elements of the job.
• Work involves much personal contact with others inside and /or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Outside contacts are important and fostering sound relationships with other entities (companies and/or individuals) is necessary.
• The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and externally) is an important part of the job.

Job Posted by ApplicantPro